Bronze Course 102 - Customer Invoicing & Quotes (Browser version)

27 Nov 2023 - 27 Nov 2023 , 1:00 PM – 3:00 PM

Infusion BRONZE Training

The BRONZE Level One training course is designed to give all users of the browser version of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The course also covers processing of daily transactions for Invoices, Quotes and Purchase Orders.

Customers

Manage Invoices screen  

Manage Quotes 

Customer Quotes 

  • Quote vs. Estimate  
  • Notes Tab   
  • Payment Tab   
  • Internal Notes Tab   
  • Documents Tab   

Customer Reporting   

 

 

Pricing & Venue

Cost

$90.00

Venue

November 2023
Online (Browser)

We are constantly ‘finding’ functions within Infusion that make our accounting life a breeze and have taken full advantage of courses run by [our Certified Partner] to improve our knowledge of the system.

Barbara, KINGS Seeds

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